CA

Centerpoint Advisors Portfolio holdings

AUM $322M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.86%
2 Healthcare 4.77%
3 Financials 3.81%
4 Communication Services 3.72%
5 Consumer Discretionary 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1K ﹤0.01%
+13
477
$1K ﹤0.01%
+15
478
$1K ﹤0.01%
+10
479
$1K ﹤0.01%
+13
480
$1K ﹤0.01%
+8
481
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+7
482
$1K ﹤0.01%
+5
483
$1K ﹤0.01%
+3
484
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+6
485
$1K ﹤0.01%
200
486
$1K ﹤0.01%
18
487
$1K ﹤0.01%
+3
488
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+25
489
$1K ﹤0.01%
+16
490
$1K ﹤0.01%
+9
491
$1K ﹤0.01%
6
492
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+4
493
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494
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+4
495
$1K ﹤0.01%
155
+133
496
$1K ﹤0.01%
+5
497
$1K ﹤0.01%
50
498
$1K ﹤0.01%
7
-3
499
$1K ﹤0.01%
64
500
$1K ﹤0.01%
+12